for people who work in an AI assistant
Ask your assistant
what to rebalance.
“How far is my portfolio off target, and what should I sell and buy to fix it?” PerkFolio is a read-only MCP server for Claude, ChatGPT and any other MCP client. Your assistant gets holdings, drift and the exact plan. It never gets the ability to trade.
sound familiar?
“I run everything through Claude except my portfolio, because that meant pasting CSVs.”
“I don't want an agent with trading permission. I want one that can read.”
“Screenshots of five apps is not a data source.”
An assistant is only as useful as what it can see. Give it a live, read-only view of every account and let it do the arithmetic and the explaining.
how it works
Three steps. Then you place the trades.
Connect your accounts
Brokerages, exchanges and wallets, read-only, in a few minutes.
Add the MCP server
Paste one URL into Claude Desktop, Cursor or your ChatGPT action. OAuth with PKCE, no API keys to manage.
Ask
“What's my drift?” “Build my rebalance plan and explain each line.” Interactive charts render right in the chat where supported.
what changes
Eleven read-only tools
Holdings, balances, P&L, pies, drift, rebalance plan, history and schedules. Not one of them can place an order.
The plan, in plain language
get_rebalance_plan returns the sells and buys with amounts and accounts plus a printable text version your assistant can walk you through.
Charts inside the chat
MCP Apps hosts render the balancer, plan and history as interactive widgets, not walls of JSON.
Revoke in one click
Every connected agent is listed in settings with its scopes. Cut access any time.
why read-only
We can't trade. That's the point.
Tools that can move your money need your trust, your API keys and a very good security team. PerkFolio needs none of that, because the worst it can do is show you a number.
No order code. Anywhere.
PerkFolio has no code path that places, previews or cancels an order. Not disabled. Not behind a flag. Absent.
Read-only connections
Brokerage and exchange links are opened with read scopes. Balances and positions come in. Nothing goes out.
You keep the keys
The plan lists exact units, amounts and accounts. You log in to your broker and place each trade yourself. Then mark it done.
questions
What exactly can the assistant do?+
Read. The MCP server exposes read-only tools: portfolio summary, holdings, balances, P&L, pies, balancer data, the rebalance plan, rebalance history and schedules. There is no tool that places, previews or cancels an order.
Which clients are supported?+
Anything that speaks MCP over Streamable HTTP with OAuth discovery: Claude Desktop, Claude.ai connectors, Cursor, Windsurf, and ChatGPT via a custom GPT action against the OpenAPI spec.
Is my data used to train models?+
PerkFolio sends data only to the client you connected, only when it asks. What that client does with it is governed by its provider's terms; check them before connecting.
What does it cost?+
Free covers one connected account, three pies and every feature, including scheduled plans. Pro removes the limits. Both tiers get the same tools; you only pay for scale.
free
$0 forever
One connected account, three pies, every feature. The rebalance plan, schedules, push and email included.
pro
∞ unlimited scale
Unlimited connections, pies and dashboard views. Same tools, more accounts. See pricing.
Give your assistant the numbers. Keep the keys.
Connect one account free, add the MCP URL, ask away.
no card · read-only connections · cancel anytime
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